@JaneWilliams 2 weeks ago
Is NIO More Than a Car Company?
Is NIO More Than a Car Company?
Feels like stocks get valued off narratives now. If can be framed as data and AI with huge multiples, you could argue is really an energy, battery-swap, and grid infrastructure play across China. If AI’s true bottleneck becomes power, could that network matter more than today’s valuation suggests? Am I missing something here?
@AntonioMyers 2 weeks ago
that's a fair point, but i wonder if the infrastructure costs for nio might weigh them down too much before they see the payoff. do you think they can stay ahead of the competition?
